Hurricane Harvey Impact on Sectors: UBS Equity Strategy Report 2017

This report by UBS Evidence Lab analyzes the impact of Hurricane Harvey on various sectors, providing a framework for investors to assess short- and medium-term implications. Key highlights include: 1) Estimated 25bps drag on US GDP in H2 2017; 2) No change to core inflation despite temporary gasoline price spikes; 3) Exposed sectors beyond oil & gas include restaurants, autos, airlines, and retail; 4) Geospatial analysis identifies most impacted counties and companies like Home Depot, Lowe's, Sonic, and United Continental. Ideal for equity investors, strategists, and analysts seeking data-dri核心数据:GDP drag of 25bps in H2 2017, job losses estimated at 30k, gasoline futures up 25% impacting CPI by 0.6pp in Q3, 30+ UBS analysts contributed。

本报告由UBS发布,发布于 2017 年。

覆盖 2017 年,全文约 41。

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适合股票投资者、策略师、行业分析师、基金经理等读者参考。

重点分析了金融投资、Hurricane、Strategy、Sectors等议题。